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Eric Sanderson
Head of Family Office Services, Senior Managing Director, President of Family Office
Professional Background
Eric Sanderson is a dedicated and accomplished senior executive with a wealth of experience in wealth management, legal services, and family governance. With a robust track record in developing and implementing comprehensive financial strategies for highly successful families, Eric has established himself as a leader in cross-functional team collaboration and enterprise solutions. His expertise spans various realms of wealth management, complemented by a rich background in law. Eric’s unique ability to blend these skill sets allows him to deliver exceptional results, ensuring the financial well-being of clients through proactive engagement and strategic planning.
His professional journey includes a notable tenure as Senior Managing Director of Family Office Services at Ascent Private Capital Management of U.S. Bank, where he played a critical role in integrating diverse family office offerings within the organization's structure. Here, Eric was pivotal in collaborating with legal, risk, and compliance teams to ensure the development of sound policies and procedures, resulting in successful audits by internal and external parties.
Eric's previous leadership roles comprise Head of Family Enterprise Solutions at Bank of the West and Managing Director of Wealth Strategy at the same organization, further solidifying his reputation for excellence in managing high net worth individuals and their intricate financial needs. His diverse background also includes serving as the National Director of Wealth Planning for Ultra High Net Worth (UHNW) clients at Wells Fargo, where he honed his skills in crafting tailored financial strategies that address both personal and business concerns of affluent families.
Education and Achievements
Eric holds a Doctor of Law (J.D.) from St. Mary's University School of Law, where he developed a strong foundation in legal principles that underpin successful wealth management strategies. His academic credentials also include a Bachelor of Science in Business Administration with an emphasis in International Business from the University of Colorado Boulder. Eric further advanced his legal expertise with a Master of Laws (LL.M.) in Taxation from the University of Denver - Sturm College of Law, which equips him with a nuanced understanding of tax implications and financial structures that are crucial for effective wealth management.
In addition to his impressive educational background, Eric’s commitment to continuous learning and sharing knowledge is reflected in his role as an Adjunct Professor of Law at the University of Denver - Sturm College of Law. This position allowed him to engage with the next generation of legal professionals, imparting insights on wealth planning, taxation, and family governance strategies. Eric’s deep understanding of complex financial and legal matters is matched by his ability to translate these complexities into actionable strategies that benefit family offices across generations.
Key Achievements
Throughout his illustrious career, Eric has achieved numerous milestones that highlight his capabilities in the wealth management realm:
- Innovative Data Analytics Implementation: Eric developed a sophisticated process that leverages multi-disciplinary data analytics to provide actionable insights for clients. This initiative demonstrates his forward-thinking approach and commitment to enhancing client outcomes through data-driven decision-making.
- Audit Success in Family Office Services: By collaborating closely with various departments, Eric led the creation and implementation of Family Office Services, ensuring that operational policies were robust, compliant, and conducive to achieving a clean audit from both internal and OCC auditors. This feat is a testament to his meticulous attention to compliance and governance.
- Reporting Structure Creation: Eric's initiative in establishing a detailed reporting structure for diverse service offerings under Family Office Services has been vital in enhancing transparency and accountability, thereby strengthening client trust and satisfaction.
- Multi-Generational Family Office Management: Eric has adeptly managed the legal and financial aspects of a single-family office that spans three generations. This complex role involved overseeing multiple operating entities, partnerships, corporations, and a spectrum of personal and business-related issues that arise daily, positioning him as a consummate professional in family governance and strategy.
- Commitment to Education and Mentorship: As an Adjunct Professor, Eric’s contributions extend beyond the corporate realm. He is passionate about mentoring young professionals and offering practical insights into the intersection of law and wealth management, ensuring that future leaders are well-equipped to navigate this dynamic field.
In summary, Eric Sanderson stands out in the world of wealth management and family governance, bringing a rich tapestry of legal expertise, financial acumen, and strategic leadership to the forefront of his practice. His impressive educational background and diverse career trajectory reflect not only his commitment to excellence but also his profound understanding of the complexities involved in managing wealth across generations. Through collaborative efforts and strategic foresight, Eric continues to make significant impacts in his field, empowering families to achieve their financial aspirations in an ever-evolving landscape.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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